SM
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Stephen Mayrose is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
20 Linden Place, Red Bank, NJ, 07701
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Regulatory History (1)
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Customer Dispute
August 2002Denied
Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2007 - December 2013 · 6 yrs 6 mos
UBS Financial Services INC.Broker
March 2000 - June 2007 · 7 yrs 3 mos
State Registrations27 states
AZCACTDCDEFLGAILINMAMDMIMTNCNHNJNVNYORPARISCTNTXVAVTWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.